Tridea Lunch & Learn with TitaniumGP

A Clever Dynamics GP Copy/Paste

Join Tridea at our Solana Beach office or call-in for our Lunch and Learn with TitaniumGP.

So how does it work? TitaniumGP uses eConnect*, this provides several benefits, first, it is approved by Microsoft to insert records into the database because this will maintain database integrity, second, when a piece of information contains an error, eConnect will report back a very familiar error message.

Other features:

TGP Validate – Build Business Rules to automatically check for predetermined conditions such as credit lines and quantities available. Avoid duplicate UPC’s or invalid countries in address cards.

Verify Address Records – Validate and amend customer and vendor addresses inside of Dynamics GP using up to date postal data from reliable resources.

Elastic Windows– Allow to Add Fields to Dynamics GP Windows – Increase the functionality of GP by easily adding new fields of any SQL type to your GP windows.

Search – inside Dynamics GP – Find exactly what you’re looking for in no time with TitaniumGP’s web-like search functionality.

Presenter: Miguel Lozano, TitaniumGP

Event Details: January 22, 2016 at 12:00 PM PST

Lunch provided by TitaniumGP

Tridea Partners Office
420 Stevens Avenue, Suite 350
Solana Beach, CA 92075

register here

Jan. 14 Webinar: Year-End Closing in Dynamics GP

Tridea Partners will move you forward with year-end closing in Microsoft Dynamics GP. On Thursday, January 14th, our customized overview will give you a great head start to understanding the proper steps for year-end closing in Dynamics GP. We will focus on the top three modules: A/R, A/P and GL. We’ll also discuss running specific reports to ensure accurate year-end close in Dynamics GP.

Presenters: Jennifer Cook – Tridea Partners

Event Details: January 14, 2016 at 10:00 AM PST

This is one of our most popular webinars. Don’t miss it!

register here

Upcoming Tridea Webinar with Solver’s BI360!

Overview: BI360
The Complete Business Intelligence Suite for Dynamics

Wed, October 28, 2015 10:00AM – 11:00 AM PT

  • Do you struggle with creating Dynamics GP or Dynamics AX reports easily?
  • Would you like your Reporting solution to be both Excel and web-based?
  • Are there more data sources you would like to report on that seem out of reach? (payroll, legacy systems etc.)
  • Is your budgeting process time-consuming and reliant on static spreadsheets?
  • And would you like to streamline your budgeting process?

If you answered YES to any/all of the questions above, join us for our October webinar for a demonstration on improving your Reporting and Budgeting with BI360. Learn how you can help your organization make informed decisions and simplify your Business Intelligence needs with BI360.
http://www.solverusa.com/products/

Presenter: Alex Geller, Solver, Inc.

Webinar Date & Time: 
Wed, Oct 28, 2015
10:00 AM – 11:00 AM PT

Please register for this event by October 26th

register here

Dynamics GP: FRx Migration to Management Reporter

In Microsoft Dynamics GP,  FRx has a Management Reporter (MR) migration wizard that will bring over reports into the new Management Reporter system. With a FRx migration, formatting usually comes over clean, but there are other differences between how this data is shown within the Row and Tree formats that may need some manual intervention.

In FRx, only the account number were referenced in the Financial Dimension link column within the row format.

FRx example:

15000

FRx ranges were indicated as follows:

(11511 TO 11599)

In MR, they reference the account segment name as well. When indicating a range, TO is no longer used.

MR example:

+Main Account = [15000]

MR ranges are indicated as follows:

+Main Account = [11511:11599]

The best way to quickly update these, is to copy the entire Financial Dimension column into Excel. First, do a find and replace for parenthesis and replace with brackets. Find ‘(‘ and replace with ‘[‘. Find ‘)’ and replace with ‘]’. Next, add a column for the plus (+) or negative (–) sign, the account segment name and the equal sign (=). Add the closing bracket in a separate column and then concatenate all three columns together to form what is shown in the examples above.

HINT: When entering ‘+Main Account = ‘ in Excel – it will give you an error because it thinks it is a calculation. Enter an apostrophe (‘) prior to the plus sign and it will recognize it as text.

This will get you most of the way there! Unfortunately there can still be some issues with the codes used in the Format Code column. In addition to replacing the TO with a colon as shown above, we often times need to update the TOT code as well. TOT was used a lot in FRx, but if we are adding two totals together in MR, we need to use the CAL format code and update the row references to include an ampersand (@) prior to the number.

FRx example:

TOT                       520 TO 820

TOT                       1480 + 1690

MR example:

TOT                       520:820

TOT                       @1480+@1690

Hope this helps everyone update their MR reports! If you need help updating MR reports, Tridea Partners would be happy to help! Our team has decades of experience in Dynamics GP!

This article was written by Kaydee Baker, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO, New England and surrounding regions.

 

Focus on Your Company’s Future, Let Dynamics GP Focus on Accounting Tasks

How can Microsoft Dynamics GP help you spend less time focusing on individual accounting tasks, and more time focusing on your company’s growth and future planning?  Dynamics GP can help you automate some processes, minimizing data entry error and allowing expenses to be effectively tracked and reported.

Here are a few items in Dynamics GP which can assist with efficiency and accuracy.

  1. Setup Control Account Management. This feature allows the company to determine which account segment to use for analyzing payables or receivables information.
  2. Assigning Accounts in Vendor and Customer Cards.  In customer and vendor cards, there is an option to enter in GL accounts and payment terms.  This enables GP to automatically populate distributions resulting in more accurate reporting and reduced processing time.
  3. Establish Variable Allocation Costs and Fixed Allocation Costs.  Variable Allocation and Fixed Allocation costs can reduce data entry errors and improve expense reporting. Costs can be distributed based on unit accounts such as square footage or number of employees.
  4. Workflow. GP’s workflow feature can establish approval settings for items such as purchase orders and batches.  A company may have multiple approvers, or may have approval settings based on amounts.

To learn more about these features, reach out to Tridea Partners and let us help you improve your business processes so you can focus on your company’s business strategy!

This article was written by Teresa Cortez, Dynamics GP Application Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider. www.trideapartners.com